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梅雷韦瑟投资管理 · 13F 持仓分析
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梅雷韦瑟投资管理

Merewether Investment Management, LPNo.920
最新持仓市值 (Q2 2026)
$53.07亿
环比变动 Q1 2026
+$1.42亿+2.7%
持仓股票数
81
新买入
22
加仓
34
减仓
25
清仓
20
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
德文能源DVN
5.11%$2.71亿656.2万股$00股+656.2万股新买入
OOVINTIV COMOVV
4.33%4.92%$2.30亿436.2万股$2.54亿428.3万股+7.8万股+1.83%加仓
EntergyETR
3.87%2.38%$2.05亿178.8万股$1.23亿109.5万股+69.3万股+63.32%加仓
VistraVST
3.78%3.25%$2.01亿126.5万股$1.68亿111.6万股+15.0万股+13.43%加仓
DDARLING INGREDIENTSDAR
3.09%3.98%$1.64亿300.3万股$2.06亿332.5万股-32.2万股-9.68%减仓
Phillips 66PSX
3.08%0.29%$1.64亿96.7万股$1,499.3万8.2万股+88.5万股+1,075.40%加仓
威廉姆斯WMB
3.06%2.35%$1.62亿218.3万股$1.21亿166.8万股+51.5万股+30.84%加仓
森科能源SU
2.85%3.97%$1.51亿281.4万股$2.05亿310.4万股-29.0万股-9.33%减仓
DT MIDSTREAM COMMON STOCKDTM
2.62%2.18%$1.39亿94.6万股$1.12亿83.5万股+11.1万股+13.29%加仓
Targa资源TRGP
2.54%3.15%$1.35亿50.3万股$1.63亿64.8万股-14.6万股-22.44%减仓
CENTERPOINT ENERGY COMCNP
2.48%2.47%$1.31亿298.4万股$1.27亿295.2万股+3.1万股+1.06%加仓
CCENOVUS ENERGY COMCVE
2.28%2.45%$1.21亿487.1万股$1.27亿477.2万股+10.0万股+2.09%加仓
NVENT ELECTRICNVT
2.17%2.18%$1.15亿67.8万股$1.12亿95.0万股-27.2万股-28.67%减仓
PPERMIAN RESOURCESPR
2.12%2.54%$1.13亿611.2万股$1.31亿614.9万股-3.6万股-0.59%减仓
RRALLIANT CORP COMRAL
2.12%0.9%$1.12亿152.6万股$4,625.8万111.2万股+41.4万股+37.22%加仓
ALLIANT ENERGY COMLNT
2.03%$1.08亿141.3万股$00股+141.3万股新买入
BUNGE GLOBALBG
1.94%2.75%$1.03亿96.6万股$1.42亿111.9万股-15.3万股-13.66%减仓
HALLIBURTON COMHAL
1.71%$9,060.6万266.9万股$00股+266.9万股新买入
切尼尔能源LNG
1.7%2.52%$9,020.2万37.7万股$1.30亿45.9万股-8.2万股-17.86%减仓
TECHNIPFMC COMFTI
1.62%1.12%$8,594.5万129.6万股$5,781.2万83.6万股+46.0万股+55.01%加仓
EQTEQT
1.58%1.32%$8,386.6万157.7万股$6,808.5万107.0万股+50.7万股+47.43%加仓
SSOLSTICE ADVANCED MATLSSOL
1.52%0.95%$8,066.1万91.0万股$4,892.9万64.2万股+26.8万股+41.71%加仓
WESCO INTLWCC
1.52%$8,063.2万23.3万股$00股+23.3万股新买入
MMASTECMTZ
1.49%1.39%$7,915.0万19.0万股$7,176.8万22.3万股-3.3万股-14.72%减仓
MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR
1.43%$7,580.5万194.4万股$00股+194.4万股新买入
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
1.42%1.67%$7,553.1万97.1万股$8,641.3万95.0万股+2.2万股+2.27%加仓
马拉松石油MPC
1.39%1.47%$7,378.4万28.9万股$7,581.8万31.1万股-2.2万股-7.06%减仓
LLEGENCELGN
1.37%0.79%$7,267.2万85.3万股$4,100.9万72.6万股+12.6万股+17.39%加仓
CCOMFORT SYS USAFIX
1.37%0.6%$7,265.8万3.7万股$3,082.2万2.2万股+1.4万股+64.02%加仓
IINNIO NVINIO
1.33%$7,075.1万178.9万股$00股+178.9万股新买入
BP SPONSORED ADRBP
1.28%3.22%$6,806.2万184.2万股$1.66亿354.1万股-169.9万股-47.99%减仓
CCRHCRH
1.26%0.69%$6,708.1万62.7万股$3,554.3万33.8万股+28.9万股+85.42%加仓
SENSATA TECHNOLOGIES PLST
1.19%1.23%$6,291.2万131.8万股$6,327.8万179.7万股-47.9万股-26.65%减仓
TENARIS S A SPONSORED ADSTS
1.18%$6,274.2万113.1万股$00股+113.1万股新买入
TTALEN ENERGYTLN
1.12%$5,946.4万15.5万股$00股+15.5万股新买入
SELECT WATER SOLUTIONSWTTR
1.11%0.86%$5,905.9万295.6万股$4,420.2万288.9万股+6.7万股+2.32%加仓
WWEATHERFORD INTLWFRD
1.07%$5,700.2万69.9万股$00股+69.9万股新买入
CCORE NATURAL RESOURCESCNR
1.04%1.47%$5,501.1万68.7万股$7,610.0万72.7万股-3.9万股-5.39%减仓
JAMES HARDIE INDS PLC ORD SHSJHX
1.02%0.72%$5,403.6万206.4万股$3,708.1万195.8万股+10.6万股+5.42%加仓
BORGWARNERBWA
1%$5,322.6万80.2万股$00股+80.2万股新买入
XCEL ENERGY COMXEL
0.99%2.36%$5,259.6万65.5万股$1.22亿153.2万股-87.7万股-57.23%减仓
MMETHANEXMEOH
0.98%$5,215.2万113.0万股$00股+113.0万股新买入
LINCOLN ELECLECO
0.95%0.45%$5,026.8万18.9万股$2,329.1万9.4万股+9.6万股+102.47%加仓
康菲石油COP
0.9%1.33%$4,780.4万46.0万股$6,892.9万52.2万股-6.2万股-11.94%减仓
IIAMGOLDIAG
0.9%1.08%$4,779.0万301.7万股$5,558.6万295.4万股+6.4万股+2.15%加仓
QQNITY ELECTRONICS COMMON STOCKQ
0.87%0.97%$4,635.0万28.4万股$4,999.2万43.3万股-14.9万股-34.50%减仓
BBKVBKV
0.86%0.91%$4,579.2万167.4万股$4,696.6万164.7万股+2.7万股+1.63%加仓
FFLEXFLEX
0.84%$4,466.6万27.6万股$00股+27.6万股新买入
埃克森美孚XOM
0.78%0.77%$4,138.0万30.3万股$3,957.5万23.3万股+6.9万股+29.75%加仓
HHF SINCLAIRDINO
0.66%1.27%$3,516.2万50.5万股$6,578.6万105.4万股-55.0万股-52.12%减仓

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